LEVY WEALTH MANAGEMENT GROUP, LLC – iShares Russell 3000 ETF Transaction History
LEVY WEALTH MANAGEMENT GROUP, LLC portfolio value:
$3.49M
portfolio value
LEVY WEALTH MANAGEMENT GROUP, LLC quarter portfolio value change:
-4.76%
quarter
iShares Russell 3000 ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.23% | 39 shares | -167K | $207.04 | 16.87K |
| Q2 2022 | share | Increase | +0.14% | 24 shares | -751K | $217.39 | 16.83K |
| Q1 2022 | share | Decrease | -0.30% | -51 shares | -268K | $262.37 | 16.81K |
| Q4 2021 | share | Decrease | -0.21% | -36 shares | 372K | $278.5 | 16.86K |
| Q3 2021 | share | Decrease | -0.63% | -107 shares | -45K | $254.85 | 16.90K |
| Q2 2021 | share | Decrease | -0.12% | -21 shares | 313K | $255.1 | 17.00K |
| Q1 2021 | share | Decrease | -0.09% | -16 shares | 229K | $235.97 | 17.03K |
| Q4 2020 | share | Increase | 0.00% | 17.04K shares | 3.81M | $221.71 | 17.04K |